Perigon Wealth Management
NUSC icon

Perigon Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Perigon Wealth Management’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$364K Buy
7,500
+37
+0.5% +$1.89K 0.01% 1051
2026
Q2 		$389K Sell
7,463
-866
-10% -$42.6K 0.01% 997
2026
Q1 		$375K Sell
8,329
-123
-1% -$5.74K 0.01% 935
2025
Q4 		$377K Sell
8,452
-65
-0.8% -$2.9K 0.01% 927
2025
Q3 		$376K Sell
8,517
-1,275
-13% -$54.2K 0.01% 859
2025
Q2 		$399K Buy
9,792
+3,444
+54% +$133K 0.01% 741
2025
Q1 		$243K Sell
6,348
-890
-12% -$36.9K 0.01% 889
2024
Q4 		$311K Sell
7,238
-249
-3% -$10.9K 0.01% 803
2024
Q3 		$321K Sell
7,487
-799
-10% -$32.9K 0.01% 764
2024
Q2 		$326K Sell
8,286
-821
-9% -$32.6K 0.01% 664
2024
Q1 		$379K Sell
9,107
-1,059
-10% -$41.5K 0.01% 609
2023
Q4 		$397K Buy
10,166
+53
+0.5% +$1.86K 0.01% 567
2023
Q3 		$352K Sell
10,113
-104
-1% -$3.84K 0.01% 537
2023
Q2 		$378K Buy
+10,217
New +$361K 0.01% 532

Other funds holding NUSC

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management's NUSC Position: Q3 2026 in Review

Perigon Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.5% in Q3 2026, buying an estimated $1.89K and bringing the position to 7,500 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1051.

Perigon Wealth Management first reported a position in NUSC in Q2 2023 and has held it in 14 quarters since. The position peaked at $399K in Q2 2025. 71 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Perigon Wealth Management held 7,500 shares of Nuveen ESG Small-Cap ETF worth $364K as of Q3 2026.
  • Perigon Wealth Management bought 37 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $1.89K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1051 holding.
  • Perigon Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $399K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.